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Financial Planner Lead - Wealth Management
Job
Robert Half
Remote
Full-Time
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79
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Job Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families. This is a leadership role with both strategic and hands-on responsibility. You'll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance. ResponsibilitiesLead the financial planning function and set standards Manage, mentor, and develop the planning team Review and refine complex planning deliverables Partner with clients and advisors on advanced planning needs Improve workflows, processes, and team efficiency Drive accountability, quality, and performance standardsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.